+54.5%
GDXJ vs AR
+21.2%
+33.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.4% |
| 7D | +0.9% | -1.2% | +2.1% | +0.8% |
| 30D | +8.8% | +5.5% | +3.3% | +9.7% |
| 3M | +29.8% | +12.9% | +17.0% | +32.3% |
| 6M | -5.8% | +0.1% | -5.9% | -5.5% |
| YTD | +13.6% | +13.5% | +0.1% | +11.9% |
| 1Y | +54.5% | +21.6% | +32.9% | +52.9% |
| All | +54.5% | +21.2% | +33.3% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling